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Medtronic

1,246 hedge funds and large institutions have $89.9B invested in Medtronic in 2015 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 619 increasing their positions, 299 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 619 | Existing positions reduced: 299

76% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 144

44% more capital invested

Capital invested by funds: $62.6B → $89.9B (+$27.3B)

37% more funds holding in top 10

Funds holding in top 10: 6792 (+25)

32% more call options, than puts

Call options by funds: $520M | Put options by funds: $394M

8% more funds holding

Funds holding: 1,1541,246 (+92)

6.85% less ownership

Funds ownership: 88.45%81.6% (-6.8%)

Holders
1,246
Holders Change
+92
Holders Change %
+7.97%
% of All Funds
33.2%
Holding in Top 10
92
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.31%
% of All Funds
2.45%
New
253
Increased
619
Reduced
299
Closed
144
Calls
$520M
Puts
$394M
Net Calls
+$125M
Net Calls Change
-$330M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
1351
Banque Pictet & Cie
Switzerland
-$310K -4,300 Closed
SIM
1352
SSI Investment Management
California
-$308K -4,292 Closed
QAM
1353
Quantres Asset Management
Cayman Islands
-$296K -4,100 Closed
ACM
1354
Alethea Capital Management
Washington
-$289K -4,000 Closed
IAM
1355
Impax Asset Management
New Hampshire
-$288K -3,994 Closed
ATC
1356
Adirondack Trust Company
New York
-$277K -3,837 Closed
LH
1357
Lebenthal Holdings
New York
-$272K -3,779 Closed
SC
1358
Savant Capital
Illinois
-$268K -3,712 Closed
SWM
1359
Stockman Wealth Management
Montana
-$264K -3,650 Closed
FMWA
1360
Forvis Mazars Wealth Advisors
Missouri
-$262K -3,625 Closed
CHAM
1361
Clear Harbor Asset Management
Connecticut
-$260K -3,600 Closed
LFA
1362
Landmark Financial Advisors
Kentucky
-$249K -3,410 Closed
BSW
1363
Buckingham Strategic Wealth
Missouri
-$242K -3,347 Closed
PCA
1364
Personal Capital Advisors
California
-$234K -3,242 Closed
MCM
1365
Maple Capital Management
Vermont
-$234K -3,240 Closed
MC
1366
Montag & Caldwell
Georgia
-$227K -3,150 Closed
QC
1367
Quadrature Capital
United Kingdom
-$224K -3,100 Closed
AAP
1368
Ardsley Advisory Partners
Connecticut
-$217K -3,000 Closed
HCM
1369
Highbridge Capital Management
New York
-$227K -3,000 Closed
ID
1370
Integral Derivatives
New York
-$221K -2,918 Closed
SFA
1371
Sequoia Financial Advisors
Ohio
-$206K -2,853 Closed
RT
1372
Reliance Trust
Georgia
-$200K -2,771 Closed
BKBG
1373
BHF Kleinwort Benson Group
Belgium
-$166K -2,300 Closed
IC
1374
Intersect Capital
California
-$145K -2,003 Closed
RCWMU
1375
Rothschild & Co Wealth Management (UK)
United Kingdom
-$144K -2,000 Closed

MDT Hedge Fund Activity: Q1 2015 in Review

1,246 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2015, worth a combined $89.9B — up 44% from $62.6B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new MDT positions and 144 closed out — a net gain of 109 holders — while 619 added to existing stakes and 299 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.06B. The largest seller was Deutsche Bank, cutting an estimated $467M.

  • 1,246 institutional investors held Medtronic (MDT) as of Q1 2015, up from 1,154 in Q4 2014.
  • Funds reported $89.9B of Medtronic stock for Q1 2015, up 44% quarter-over-quarter.
  • 253 funds opened new Medtronic positions in Q1 2015 and 144 closed out, a net change of +109 holders.
  • The largest Medtronic buyer in Q1 2015 was Vanguard Group, an estimated $2.06B added.
  • The largest Medtronic seller in Q1 2015 was Deutsche Bank, an estimated $467M sold.

Based on aggregated 13F filings for Q1 2015.